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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,134 | $148,623-87.1% | $135,974-85.9% | $139,466-86.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 34.10% | 79.30%-45.2pp | 68.30%-34.2pp | 373.66%-339.6pp |
| Employer contribution / active EE | $2,685 | $5,246-48.8% | $4,859-44.7% | $4,754-43.5% |
| Participant deferral / active EE | $6,572 | $8,103-18.9% | $7,760-15.3% | $6,712-2.1% |
| Admin fee / account holder | $57 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |